Advising Ultra-Affluent Clients and Family Offices (Wiley - download pdf or read online

By Michael M. Pompian

A well timed consultant for monetary pros seeking to faucet into the profitable global of the ultra-affluent

The extremely affluent–defined the following as these having $50 million or extra in liquid assets–are an elite category who count on their monetary advisors not to merely look after and develop their resources, but additionally support them with "soft" concerns resembling philanthropy and kinfolk governance. one of many largest elements to good fortune during this box is the connection among the customer and the consultant. In Advising Ultra-Affluent consumers and kin Offices, writer and practising funding advisor Michael Pompian presents a pragmatic advent to who the ultra-affluent really are and divulges what it takes to construct and retain a superior dating with them. packed with in-depth insights and professional recommendation, this distinctive source bargains worthwhile info on matters that each consultant to the ultra-affluent has to be regularly occurring with.

Show description

Read or Download Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) PDF

Similar finance books

A Sloan Product by Neil Selinger,Kyle Torke,M. Stefan Strozier PDF

During this frequently touching, occasionally hilarious, and constantly revealing memoir, Neil Selinger leads us deftly throughout the lives of a distinct and unwieldy ensemble solid of characters attached by way of blood and a longer kinfolk company commandeered through the matriarch Olga. A Sloan Product is a robust narrative of a long-gone period in its personal correct, however it is the unadorned, actual voice of the writer-the misplaced boy Neil-that makes this ebook totally memorable.

Get Fundamentals of Corporate Finance PDF

All through to envision the most recent in idea and perform. relevant to its subject is placing Human source administration (HRM) in its

Ian Finney's Change Embedded Culture PDF

The purpose of this publication used to be to judge why cultural switch and organisational improvement are very important in taking an agency ahead and the way a good impression might be made on an employer and increase its aggressive virtue inside of a tough quarter by means of attractive its present staff. whilst exterior funding occurs strain is wear current supply types when tough extra potency.

Read e-book online Mit Dienstleistungen wachsen: Wie Sie mit der PDF

Dieses Fachbuch zeigt den Weg, wie Sie durch eine systematische Entwicklung neuer Dienstleistungen profitabler, wettbewerbsfähiger und einzigartiger werden. Mit der speziell für den Mittelstand entwickelten 5-Schritt-Methode des provider Engineerings gelingt eine konsequente und pragmatische Vorgehensweise und Umsetzung.

Additional resources for Advising Ultra-Affluent Clients and Family Offices (Wiley Finance)

Example text

Download PDF sample

Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) by Michael M. Pompian

by Edward

Rated 4.17 of 5 – based on 23 votes